DFA Tax-Managed US Marketwide Value II shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in DFA Tax-Managed US Marketwide Value II
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.5M | 180k | 41.69 |
| 2024-06-30 | $7.1M | 181k | 39.27 |
| 2024-03-31 | $7.6M | 187k | 40.90 |
| 2023-12-31 | $7.0M | 187k | 37.22 |
| 2023-09-30 | $6.3M | 186k | 34.02 |
| 2023-06-30 | $6.5M | 187k | 34.50 |
| 2023-03-31 | $6.3M | 188k | 33.48 |
| 2022-12-31 | $6.4M | 190k | 33.48 |
| 2022-09-30 | $5.1M | 173k | 29.61 |
| 2022-06-30 | $5.5M | 174k | 31.60 |
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